Fund Distribution Services Analyst - Client-Focused TA

Morgan McKinley; Dublin; On-site; EUR 65,000 - 90,000; Full time

Job summary

Morgan McKinley is representing a leading financial services organisation in Dublin seeking a Fund Distribution Services Analyst on a 12-month fixed-term contract. The role focuses on acting as the primary point of contact for fund clients, coordinating operations and ensuring high-quality investor servicing, with strong emphasis on Transfer Agency practices and cross-functional collaboration.

The successful candidate will support processing, investor contacts and client reviews while

Qualifications

• Six to eight years' experience in Transfer Agency or client services within the investment funds industry.
• Strong knowledge of Transfer Agency processes and the end-to-end investor servicing lifecycle.
• Experience managing client relationships directly, including engagement with senior client stakeholders.
• Understanding of investor distribution, order processing, cash movements, tax and regulatory requirements.
• Excellent written and verbal communication skills, with the ability to manage complex client queries professionally.
• Strong relationship management, negotiation and stakeholder engagement skills.
• High awareness of operational and compliance risks, with the ability to identify issues and manage corrective action plans.
• Strong analytical and problem-solving capabilities, with a practical, solution-oriented approach.
• Proven ability to manage multiple priorities and meet deadlines in a fast-paced operational environment.
• Experience contributing to process improvement initiatives, standardisation and operational projects.

Responsibilities

• Act as the primary point of contact for assigned clients, responding to queries promptly and accurately while maintaining high standards of client service.
• Manage daily operational requests relating to trading, reporting, cash movements and other business-as-usual activities, coordinating with global internal teams to ensure timely resolution.
• Coordinate complex fund events, including new fund and share class onboarding, corporate actions, fund structural changes and investor transactions such as subscriptions, redemptions, switches and transfers.
• Oversee the quality and timeliness of services covering order processing, KYC/AML, investor reporting, distributions and investor-related tax matters.
• Proactively monitor operational incidents, coordinate follow-up actions and ensure issues are resolved in full.
• Build and maintain strong client relationships, developing a detailed understanding of client operating models, requirements and service expectations.
• Represent the department at client meetings and service reviews, preparing KPIs and reporting on service quality and operational performance.
• Identify and escalation operational risks and incidents, ensuring appropriate documentation, root-cause analysis and corrective action plans.
• Ensure compliance with agreed service-level agreements (SLAs), internal procedures and client deadlines.
• Identify recurring client issues and work with management and relevant teams to implement sustainable solutions.
• Contribute to process improvement, standardisation and best practices to enhance operational efficiency and the client and investor experience.
• Support cross-functional projects involving the digitalisation of investor flows, improvements to client and investor journeys, and process optimisation.
• Provide cross-training and support to colleagues during periods of high workloads or staff shortages, helping maintain effective team operations.
• Work closely with management and wider global teams to support service delivery and continuous improvement.

Skills

Transfer Agency knowledge

Client relationship management

Analytical problem solving

Multi-priority / time management

Tools

Microsoft Office

Job description

Morgan McKinley is representing a leading financial services organisation in Dublin seeking a Fund Distribution Services Analyst on a 12-month fixed-term contract. The role focuses on acting as the primary point of contact for fund clients, coordinating operations and ensuring high-quality investor servicing, with strong emphasis on Transfer Agency practices and cross-functional collaboration.

The successful candidate will support processing, investor contacts and client reviews while